Strategies for New Advisors with Mike O’Sullivan – Episode 70

Mike O’Sullivan is a new advisor and he explains what he’s doing to get ready to start working with clients. Together he and Tammi talk about the different to-do items and strategies he’s taking as he moves forward.

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Show Notes

  • Mike’s background and interests – 2:14
  • Why he decided to leave a W2 job and become an advisor – 4:28
  • What he’s doing to be ready to work with clients as a new advisor – 9:49
  • How he’s going to get new clients – 12:20
  • Why he’s not working with friends and family – 13:45
  • The results of working with a marketing coach – 16:10
  • Mike’s suggestion for taking the next step – 19:50

 

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